Houlihan Financial Resource Group, Ltd.: IBDR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Houlihan Financial Resource Group, Ltd. on IBDR, newest first. How the timeline and the estimate are built.
Houlihan Financial Resource Group, Ltd. held 222,124 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 222,124 sharesChange vs previous 13F -2,532 shares
1.92% of the 13F portfolio, value $5,382,083.
13F-HR 0001802879-26-000003 filed by Houlihan Financial Resource Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 224,656 sharesChange vs previous 13F +98,224 shares
2.12% of the 13F portfolio, value $5,445,659.
13F-HR 0001802879-26-000002 filed by Houlihan Financial Resource Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 126,432 sharesChange vs previous 13F +28,377 shares
1.16% of the 13F portfolio, value $3,063,452.
13F-HR 0001802879-26-000001 filed by Houlihan Financial Resource Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 98,055 sharesChange vs previous 13F -122,244 shares
2.09% of the 13F portfolio, value $2,382,737.
13F-HR 0001802879-25-000006 filed by Houlihan Financial Resource Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 220,299 sharesChange vs previous 13F -1,976 shares
2.21% of the 13F portfolio, value $5,338,000.
13F-HR 0001802879-25-000004 filed by Houlihan Financial Resource Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 222,275 sharesChange vs previous 13F -3,366 shares
2.42% of the 13F portfolio, value $5,381,000.
13F-HR 0001802879-25-000003 filed by Houlihan Financial Resource Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 225,641 sharesChange vs previous 13F +12,405 shares
2.32% of the 13F portfolio, value $5,431,000.
13F-HR 0001802879-25-000001 filed by Houlihan Financial Resource Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 213,236 sharesChange vs previous 13F not available
2.14% of the 13F portfolio, value $5,182,000.
13F-HR 0002043468-24-000002 filed by Houlihan Financial Resource Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).